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KLA Corporation（KLAC）与赛莱默（XYL）财务数据对比。点击上方公司名可切换其他公司
KLA Corporation的季度营收约是赛莱默的1.6倍（$3.3B vs $2.1B），KLA Corporation净利率更高（34.7% vs 8.9%，领先25.9%），KLA Corporation同比增速更快（7.2% vs 2.7%），过去两年KLA Corporation的营收复合增速更高（18.2% vs -1.0%）
KLA Corporation是总部位于美国加利福尼亚州米尔皮塔斯的企业，主营晶圆制造设备，为半导体及相关纳米电子行业提供过程控制与良率管理系统，产品及服务覆盖晶圆、光罩、集成电路、封装生产从研发到批量制造的全流程。
该文本为植物学对木质部的定义说明，并非赛莱默公司（Xylem Inc.）的企业业务介绍。Xylem Inc.是一家专注于水技术与解决方案的全球企业，提供水务基础设施、水环境治理等相关设备与服务。
KLAC vs XYL — 直观对比
营收规模更大
KLAC
是对方的1.6倍
$2.1B
营收增速更快
KLAC
高出4.5%
2.7%
净利率更高
KLAC
高出25.9%
8.9%
两年增速更快
KLAC
近两年复合增速
-1.0%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.1B |
| 净利润 | $1.1B | $189.0M |
| 毛利率 | 61.4% | 37.8% |
| 营业利润率 | — | 11.5% |
| 净利率 | 34.7% | 8.9% |
| 营收同比 | 7.2% | 2.7% |
| 净利润同比 | 39.0% | 13.2% |
| 每股收益（稀释后） | $8.68 | $0.79 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收KLACXYL
| Q1 26 | — | $2.1B | ||
| Q4 25 | $3.3B | $2.4B | ||
| Q3 25 | $3.2B | $2.3B | ||
| Q2 25 | $3.2B | $2.3B | ||
| Q1 25 | $3.1B | $2.1B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.6B | $2.2B |
净利润KLACXYL
| Q1 26 | — | $189.0M | ||
| Q4 25 | $1.1B | $335.0M | ||
| Q3 25 | $1.1B | $227.0M | ||
| Q2 25 | $1.2B | $226.0M | ||
| Q1 25 | $1.1B | $169.0M | ||
| Q4 24 | $824.5M | $326.0M | ||
| Q3 24 | $945.9M | $217.0M | ||
| Q2 24 | $836.4M | $194.0M |
毛利率KLACXYL
| Q1 26 | — | 37.8% | ||
| Q4 25 | 61.4% | 38.9% | ||
| Q3 25 | 61.3% | 38.9% | ||
| Q2 25 | 62.0% | 38.8% | ||
| Q1 25 | 61.6% | 37.1% | ||
| Q4 24 | 60.3% | 38.0% | ||
| Q3 24 | 59.6% | 37.3% | ||
| Q2 24 | 60.7% | 37.8% |
营业利润率KLACXYL
| Q1 26 | — | 11.5% | ||
| Q4 25 | — | 14.7% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | 41.9% | 13.3% | ||
| Q1 25 | 41.3% | 11.2% | ||
| Q4 24 | 31.6% | 11.8% | ||
| Q3 24 | 38.0% | 13.3% | ||
| Q2 24 | 36.8% | 11.7% |
净利率KLACXYL
| Q1 26 | — | 8.9% | ||
| Q4 25 | 34.7% | 14.0% | ||
| Q3 25 | 34.9% | 10.0% | ||
| Q2 25 | 37.9% | 9.8% | ||
| Q1 25 | 35.5% | 8.2% | ||
| Q4 24 | 26.8% | 14.5% | ||
| Q3 24 | 33.3% | 10.3% | ||
| Q2 24 | 32.6% | 8.9% |
每股收益（稀释后）KLACXYL
| Q1 26 | — | $0.79 | ||
| Q4 25 | $8.68 | $1.37 | ||
| Q3 25 | $8.47 | $0.93 | ||
| Q2 25 | $9.04 | $0.93 | ||
| Q1 25 | $8.16 | $0.69 | ||
| Q4 24 | $6.16 | $1.33 | ||
| Q3 24 | $7.01 | $0.89 | ||
| Q2 24 | $6.16 | $0.80 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.5B | $808.0M |
| 总债务越低越好 | $5.9B | $1.9B |
| 股东权益账面价值 | $5.5B | $11.0B |
| 总资产 | $16.7B | $17.0B |
| 负债/权益比越低杠杆越低 | 1.08× | 0.18× |
8季度趋势，按日历期对齐
现金及短期投资KLACXYL
| Q1 26 | — | $808.0M | ||
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | $1.9B | $1.2B | ||
| Q2 25 | $2.1B | $1.2B | ||
| Q1 25 | $1.9B | $1.1B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $2.0B | $989.0M | ||
| Q2 24 | $2.0B | $815.0M |
总债务KLACXYL
| Q1 26 | — | $1.9B | ||
| Q4 25 | $5.9B | $2.0B | ||
| Q3 25 | $5.9B | $2.0B | ||
| Q2 25 | $5.9B | $2.0B | ||
| Q1 25 | $5.9B | $2.0B | ||
| Q4 24 | $5.9B | $2.0B | ||
| Q3 24 | $5.9B | — | ||
| Q2 24 | $5.9B | — |
股东权益KLACXYL
| Q1 26 | — | $11.0B | ||
| Q4 25 | $5.5B | $11.5B | ||
| Q3 25 | $5.0B | $11.2B | ||
| Q2 25 | $4.7B | $11.1B | ||
| Q1 25 | $4.0B | $10.8B | ||
| Q4 24 | $3.6B | $10.6B | ||
| Q3 24 | $3.6B | $10.6B | ||
| Q2 24 | $3.4B | $10.3B |
总资产KLACXYL
| Q1 26 | — | $17.0B | ||
| Q4 25 | $16.7B | $17.6B | ||
| Q3 25 | $16.3B | $17.3B | ||
| Q2 25 | $16.1B | $17.2B | ||
| Q1 25 | $15.2B | $16.6B | ||
| Q4 24 | $15.0B | $16.5B | ||
| Q3 24 | $15.7B | $16.0B | ||
| Q2 24 | $15.4B | $15.8B |
负债/权益比KLACXYL
| Q1 26 | — | 0.18× | ||
| Q4 25 | 1.08× | 0.17× | ||
| Q3 25 | 1.18× | 0.18× | ||
| Q2 25 | 1.25× | 0.18× | ||
| Q1 25 | 1.47× | 0.19× | ||
| Q4 24 | 1.64× | 0.19× | ||
| Q3 24 | 1.65× | — | ||
| Q2 24 | 1.75× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $1.4B | — |
| 自由现金流经营现金流 - 资本支出 | $1.3B | — |
| 自由现金流率自由现金流/营收 | 38.3% | — |
| 资本支出强度资本支出/营收 | 3.2% | 4.2% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $4.4B | — |
8季度趋势，按日历期对齐
经营现金流KLACXYL
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $543.0M | ||
| Q3 25 | $1.2B | $360.0M | ||
| Q2 25 | $1.2B | $305.0M | ||
| Q1 25 | $1.1B | $33.0M | ||
| Q4 24 | $849.5M | $575.0M | ||
| Q3 24 | $995.2M | $311.0M | ||
| Q2 24 | $892.6M | $288.0M |
自由现金流KLACXYL
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $460.0M | ||
| Q3 25 | $1.1B | $281.0M | ||
| Q2 25 | $1.1B | $207.0M | ||
| Q1 25 | $990.0M | $-38.0M | ||
| Q4 24 | $757.2M | $475.0M | ||
| Q3 24 | $934.8M | $237.0M | ||
| Q2 24 | $831.9M | $215.0M |
自由现金流率KLACXYL
| Q1 26 | — | — | ||
| Q4 25 | 38.3% | 19.2% | ||
| Q3 25 | 33.2% | 12.4% | ||
| Q2 25 | 33.5% | 9.0% | ||
| Q1 25 | 32.3% | -1.8% | ||
| Q4 24 | 24.6% | 21.1% | ||
| Q3 24 | 32.9% | 11.3% | ||
| Q2 24 | 32.4% | 9.9% |
资本支出强度KLACXYL
| Q1 26 | — | 4.2% | ||
| Q4 25 | 3.2% | 3.5% | ||
| Q3 25 | 3.0% | 3.5% | ||
| Q2 25 | 3.2% | 4.3% | ||
| Q1 25 | 2.7% | 3.4% | ||
| Q4 24 | 3.0% | 4.4% | ||
| Q3 24 | 2.1% | 3.5% | ||
| Q2 24 | 2.4% | 3.4% |
现金转化率KLACXYL
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 1.62× | ||
| Q3 25 | 1.04× | 1.59× | ||
| Q2 25 | 0.97× | 1.35× | ||
| Q1 25 | 0.99× | 0.20× | ||
| Q4 24 | 1.03× | 1.76× | ||
| Q3 24 | 1.05× | 1.43× | ||
| Q2 24 | 1.07× | 1.48× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
KLAC
| Wafer Inspection | $1.6B | 48% |
| Services | $786.1M | 24% |
| Patterning | $696.2M | 21% |
| Specialty Semiconductor Process | $121.6M | 4% |
| PCB And Component Inspection | $80.3M | 2% |
| Other Revenue | $40.2M | 1% |
XYL
| Revenue from products | $1.8B | 83% |
| Revenue from services | $368.0M | 17% |
